Katherine Pearse Email & Phone Number

At Building Balance Services, I offer a blend of strategic business mentoring and fractional CFOservices to help SMEs achieve financial stability and growth. I work with businesses to enhancefinancial planning, streamline operations, and develop risk management strategies. Recentachievements include successfully coaching two holistic businesses to achieve revenue stabilityand onboarding an EdTech company to implement budgeting processes and improve riskmanagement.

San Francisco, Ca, Us

As CFO of a global translation and localization company, I led the finance department during aperiod of significant growth and transformation. My leadership was instrumental in improving thecompany's cash flow, raising commercial awareness, and successfully integrating a smallertranslation company into the group. Notably, I played a key role in the 2020 roadshow thatculminated in the company’s successful trade sale in 2021.Key Achievements:● Reduced reliance on line of credit from $500,000 to zero through improved debtcollection and cash flow management.● Drove a 2% margin improvement by raising commercial awareness across productionteams.● Implemented full consolidated global accounting, improving executive-level visibility anddecision-making.● Successfully integrated a €1 million translation company into the business.● Developed company culture and values across global teams, fostering collaboration andtransparency.

Farnham, Surrey, Gb

In my role as Finance Director, I was responsible for regulatory financial management,implementing process improvements, and highlighting business risks. I held the FinancialConduct Authority CF1 role, where I led initiatives to streamline finance operations and mitigaterisk exposure across the business.Key Achievements:● Drove change in financial operations, reducing risk for both the company and fundowners.● Improved communications with shareholders and implemented new processes forregulatory compliance.● Took a hands-on role in the implementation of new finance systems to improveoperational efficiency.

London, Uk, Gb

Key Achievements:• Being actively involved in the due diligence for Board’s twin-track sales process which involved a private equity sale and possible listing. This ultimately led to a successful sale in April 2015.• Driving significant changes in the sales cycle, this led to improvements in the company’s average debtor days KPI.• Implementing timesheet analysis reports which highlighted inaccuracies in timesheet submissions, and the associated possible loss in revenue.• Encouraging the team to develop efficient and effective processes across all areas of the finance function.

London, Gb

Key Achievements:A contract position where the main priority was the implementation of accounting systems, controls and procedures for the newly acquired entity on behalf of the investment company. • Liaising with Senior Management and legal and financial advisers to ensure that all steps in the restructuring process have been completed, and where necessary driving those steps. Ensuring the restructuring has been correctly understood and accounted for in all the companies across the group• Reducing invoicing procedures by 3-man days a month moving it from paper invoices to electronic.• Producing accurate and reliable reports for both Management and Investment Companies.• Business partnering with the Managing Director.

Gb

Key Achievements:• Being involved in the listing process and subsequently meeting 100% of the SEC audit deadlines.• Implementing the processes and procedures to allow us to report regional information giving managers a better understanding of the budgeted versus actual costs and sales targets.• Building strong professional relationships with all the head regional accountants which assisted in change management.

Core responsibilities included:• Preparation of quarterly management accounts for all properties managed by the company.• Full analysis for all the services charges.• Preparation and presentation of Balancing Statements to tenants and landlords.• Supervising the cash and receipts clerk.

Core responsibilities included:• Sole responsibility for the financial information and controls of the three companies within the group. • Supervision of one staff member who assisted with data capturing. • Sole point of contact for the annual Mauritian and South African audit, including preparation of audit files and dealing with audit queries.• Preparation of 18 month forecast and management account information as a part of the board pack.

Association Of Chartered Certified Accountants, Accountancy

Bachelor Of Commerce (Accounting), Accountancy